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21 articles for Bangkok Chain Hospital PCL
Thailand: Healthcare - Post-results calls with companies
BCH and CHG are the most confident over the 4Q22 outlook. All hospitals are optimistic over prospects for 2023. Valuation talks.
Phoowadol Phoosodngern @ Bualuang Securities 30 November 2022
Bangkok Chain Hospital PCL: Vaccine doses due to expire could cause huge bleeding
COVID-19 is now officially endemic. COVID-related business dived in 3Q22. Impairment of 600-900m for unsold Moderna vaccines.
Phoowadol Phoosodngern @ Bualuang Securities 4 October 2022
Bangkok Chain Hospital PCL: COVID peaked, as expected; unexciting 2H22 ahead
Earnings were in line with our estimate and consensus. BCH reported a net profit of Bt1.1bn for 2Q22. Healthcare revenue was Bt5.5bn, up 28% YoY but down 22% QoQ.
Phoowadol Phoosodngern @ Bualuang Securities 16 August 2022
Bangkok Chain Hospital PCL: Miss! COVID-related income has already peaked
Profit below our estimate and consensus. BCH reported a net profit of Bt2.0bn for 1Q22. Healthcare revenue was Bt7.1bn.
Phoowadol Phoosodngern @ Bualuang Securities 17 May 2022
Thai: Healthcare-1Q22E earnings playbook: Stronger demand for COVID-related care
Strong earnings growth expected for 1Q22E. High COVID-19 infection rates likely to persist for months. Healthcare profitability is an effective inflation hedge.
Phoowadol Phoosodngern @ Bualuang Securities 21 April 2022
Thailand: Healthcare - Health check! Updates from calls with company managers
Based on our conversations with the managers of the Healthcare firms under coverage, for 1Q22, we expect strong YoY aggregate core profit growth (but QoQ dives for BDMS, BCH, and CHG from their high 4Q21 numbers). The drivers are operational revenue ...
Phoowadol Phoosodngern @ Bualuang Securities 22 March 2022
Details
Thailand
Asia
Health Care Equipment & Services
About
Bangkok Chain Hospital Public Company Limited operates a chain of hospitals in Thailand serving both the cash and managed care markets.
